What do you do when you discover that one of your clients has a diminished mental capacity? If you don’t know what steps to take to protect your client and your practice, both may be at risk.

It's not a question of if you will have to work with a client who has diminished mental capacity, but when. Prepare yourself now to protect your client, yourself, and your practice. After viewing this webinar, you will be informed on how to best navigate difficult situations with aging clients.

Key Takeaways

How to develop a protocol to use with every client you suspect may have diminished capacity.

The skills to coordinate and run a family meeting to develop a relationship with the client’s family.

The best practices to support a client who may have diminished capacity.

Watch the Webinar

About the Speaker

Bob MauterstockCFP®, CLU, ChFC
Former CEO of KR Wealth Management

For 33 years, Robert Mauterstock, CFP®, CLU, ChFC was a financial advisor to hundreds of families in Connecticut. For the last ten years of his practice he was the CEO of KR Wealth Management in Farmington, CT. Bob specialized in eldercare planning, retirement income planning and investment management. Bob retired at the end of 2009 and has been speaking throughout the U.S. on the importance of Intergenerational Planning.

Bob wrote his first book in 2008 entitled, “Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents”. He wrote his second book, “Passing The Torch, Critical Conversations With Your Adult Children’ in 2015. He has just completed an Ebook entitled “CFP® Safeguard, Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity” Bob graduated with a BA in Psychology from Princeton University and an MA in Education from the University of Connecticut. He served as a Naval Aviator from 1969-1974.